Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,996 | $165,381+79.0% | $149,730+97.7% | $158,966+86.2% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 14.29% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,079 | $5,104-78.9% | $4,645-76.8% | $4,762-77.3% |
| Participant deferral / active EE | $2,323 | $7,182-67.7% | $6,843-66.1% | $5,983-61.2% |
| Admin fee / account holder | $1,087 | $10,809-89.9% | $9,310-88.3% | $11,250-90.3% |